See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,982 | $48,335-21.4% | $121,098-68.6% | $71,457-46.8% |
| Participation rate | 68.0% | 54.3%+13.7pp | 69.5%-1.5pp | 67.9%+0.1pp |
| Annual return | 49.57% | 23.32%+26.3pp | 985.75%-936.2pp | 28.85%+20.7pp |
| Employer contribution / active EE | $3,287 | $1,489+120.8% | $4,164-21.0% | $2,588+27.0% |
| Participant deferral / active EE | $5,409 | $2,754+96.4% | $4,080+32.6% | $4,289+26.1% |
| Admin fee / account holder | $386 | $1,841-79.0% | $5,644-93.2% | $1,587-75.7% |